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Sep 30, 2023

Trade Desk Q3 2023 Earnings Report

The Trade Desk's Q3 2023 performance demonstrated revenue growth and strategic advancements.

Key Takeaways

The Trade Desk reported a strong Q3 2023, with revenue reaching $493 million, representing a 25% year-over-year increase. The company's customer retention remained above 95% for the past nine years. The company repurchased $90 million of its Class A common stock.

Revenue reached $493 million, a 25% increase year-over-year.

Customer retention exceeded 95% for the ninth consecutive year.

The Trade Desk continued to support Unified ID 2.0 with new partnerships and integrations.

The company repurchased $90 million of its Class A common stock.

Total Revenue
$493M
Previous year: $395M
+24.9%
EPS
$0.33
Previous year: $0.26
+26.9%
Gross Profit
$400M
Previous year: $325M
+23.2%
Cash and Equivalents
$1.07B
Previous year: $995M
+7.8%
Free Cash Flow
$187M
Previous year: $113M
+64.4%
Total Assets
$4.52B
Previous year: $3.92B
+15.2%

Trade Desk

Trade Desk

Forward Guidance

For the fourth quarter of 2023, The Trade Desk anticipates revenue of at least $580 million and adjusted EBITDA of approximately $270 million.

Positive Outlook

  • Revenue at least $580 million
  • Adjusted EBITDA of approximately $270 million